Natural Resource Stocks

Recorded on May 28 2026 at NRS Studios Andy Millette sits down with Rory Johnston of Commodity Context for a data-driven breakdown of the oil market, the Strait of Hormuz crisis, and why crude prices may be failing to reflect the physical drawdown happening underneath the surface. Rory explains why he moved from bearish to bullish, how OPEC’s prior supply strategy created a very different setup before Hormuz, and why the market’s calm may be underestimating record inventory draws. The conversation covers Brent crude, China’s import collapse, hidden stockpiles, strategic petroleum reserves, non-OPEC supply growth, shale economics, Canada, Guyana, Argentina, Brazil,…

David B. Collum and Andy Millette debate Iran, regime change, Israel, the Strait of Hormuz, oil flows, and whether U.S. action in the Middle East actually improved the situation or made the world more unstable. Andy presses the case that a successful outcome could still create stability, while Collum argues that the path to Iran losing is not obvious. This NRS World Clips segment focuses on one of the most important geopolitical questions from the full interview: if Hormuz is not fully open, if Iran can absorb pain longer than the West expects, and if energy flow is tied directly to…

Recorded on May 27 2026 at NRS Studios The Schachter Energy Report wanted to provide a $100 discount off the first year of the Schachter Energy Report with coupon code NRS100 for you to offer to your listeners at the link below: https://schachterenergyreport.ca/subscriptions/ Steve Yang welcomes Josef Schachter of the Schachter Energy Report back to Natural Resource Stocks for an energy market breakdown focused on oil, natural gas, LNG, Canadian energy equities, and the next potential buying window. Josef lays out why he believes the energy supercycle remains intact, why WTI could see extreme volatility, and how Iran and the Straits…

Recorded on May 27 2026 at NRS Studios CoTec Holdings Corp.TSX-V CTHOTCQX CTHCF Steve Yang sits down with Julian Treger, President, Chief Executive Officer and Director of CoTec Holdings Corp., to discuss how CoTec is trying to unlock critical minerals from waste, tailings, recycled magnets, and undervalued mineral assets. Julian explains why CoTec is not trying to be a traditional tech VC, but instead wants to own or joint venture the assets where its process technologies can create the most value. The conversation covers HyProMag USA, rare earth magnet recycling, the planned Dallas Fort Worth plant, additional hubs in Nevada and…

Recorded on May 28 2026 at NRS Studios Sterling Metals Corp.TSXV: SAGOTCQB: SAGGF Steve Yang interviews Mathew Wilson, CEO and Director of Sterling Metals Corp., about the Soo Copper Project in Ontario and the company’s push to define a large copper system near Sault Ste. Marie. Mathew discusses Sterling’s discovery hole, the 30 kilometer mineral system, the eight kilometer copper corridor, historical mine data, and why the team believes this could be a meaningful porphyry copper discovery in a region not normally associated with classic porphyry systems. He also explains the project’s infrastructure edge, including roads, rail access, water, nearby port…

Recorded on May 26 2026 at NRS Studios Watch the full Martin Armstrong interview on NRS World:https://youtu.be/n2zviCKQjbw In this Natural Resource Stocks clip, Martin Armstrong breaks down the global war flashpoints his computer model is showing right now, including the Middle East, Taiwan, Ukraine, Korea, China, Russia, and Europe. Armstrong argues that World War 3 may not look like one single event, but instead like a series of global brush fires that can begin separately and later connect into a much larger crisis. Steve Yang asks Armstrong directly where the warning signals are strongest, and Armstrong points to Taiwan, North Korea…

Recorded on May 26 2026 at NRS Studios Resolution Minerals LimitedASX RMLOTCQB RLMLF Craig Lindsay, CEO of U.S. Operations for Resolution Minerals Limited, joins Steve Yang to discuss the Horse Heaven Gold-Antimony-Tungsten Project in Idaho and why Resolution is positioning itself around U.S. critical metals supply. The conversation covers Golden Gate, Antimony Ridge, tungsten stockpiles, metallurgical testing, Fast 41 permitting, and the company’s location next to Perpetua Resources’ Stibnite project. Lindsay explains why Resolution is not just a gold story, but a three-metal platform built around gold, tungsten, and antimony. He also discusses China export controls, domestic processing needs, Nasdaq listing…

Recorded on May 26 2026 at NRS Studios Tickers: NASDAQ NICM | TSXV NIM | FSE HLIA Steve Yang interviews Peter Espig, President and CEO of Nicola Mining Inc., about Nicola’s Nasdaq listing, U.S. investor interest, and the company’s push toward gold and silver production in British Columbia. Peter explains how Nicola’s Merritt Mill, Dominion Gold Project, Treasure Mountain silver mine, New Craigmont copper project, and aggregate business fit into one B.C.-focused operating hub. The conversation covers why permitted infrastructure matters, why smaller high-grade projects may need a consolidator, and how Nicola is positioning itself around milling, production, exploration, M&A, and…

Recorded on May 25 2026 at NRS Studios Andy Millette and Tom Luongo close this NRS World interview with a sharp reframe of Benjamin Netanyahu, Israel, Iran, Trump, nuclear material, and the Middle East power structure. Tom argues that if the nuclear material story is true, viewers may need to reassess Netanyahu’s role over the last 20 years and separate emotional narratives from geopolitical strategy. Andy pushes the point further by comparing it to trading: divorce your ego, look at the whole spectrum, and keep revisiting the data. Watch the full interview here: https://youtu.be/PWdotkGDahw #Millettian Guest Links Tom Luongo Gold Goats…

Recorded on May 25 2026 at NRS Studios Banyan Gold Corp.TSX-V BYNOTCQB BYAGF Tara Christie, President and CEO of Banyan Gold Corp., joins Steve Yang of Natural Resource Stocks to break down Banyan Gold’s latest AurMac resource update in the Yukon and why she believes the market is still underestimating the scale of the project. Tara discusses the updated 3.6 million ounces indicated and 5 million ounces inferred, the larger sensitivity case near 10 million ounces, and why that scale may put Banyan into a rare North American gold asset class. She also explains the importance of AurMac’s infrastructure, road access,…